Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
SOCHA FINANCIAL GROUP LLC | COM | 5301 | $302,513 | 1,991 | 0.00 | 0.00 | 63 | 3.27 | 12-31-2023 |
ORION CAPITAL MANAGEMENT LLC | COM | 5302 | $6,468,000 | 1,984 | 3.89 | 4.13 | 52 | 2.69 | 03-31-2022 |
SC&H FINANCIAL ADVISORS INC | COM | 5303 | $301,297 | 1,983 | 0.00 | 0.00 | -240 | -10.80 | 12-31-2023 |
FSB PREMIER WEALTH MANAGEMENT INC | COM | 5304 | $251,570 | 1,979 | 0.00 | 0.00 | 73 | 3.83 | 09-30-2023 |